Invesco Summit Growth 4 Fund (UK) Z (Acc)

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

313.64p

arrow-up1.24p (+0.40%)

Fund Code

INZDA

BYZHLB1

GB00BYZHLB16

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The Fund seeks to grow the amount invested over the long term (5 years plus). The Fund gains exposure to diversified asset classes globally. These asset classes may include equities, equity related securities, debt securities (including investment grade debt, non-investment grade debt and senior loans), property, commodities, cash, cash equivalents and money-market instruments. The Fund primarily accesses these asset classes through collective investment schemes and other products (such as exchange traded funds and investment trusts) managed or operated within the Invesco group. However, the Fund may also invest directly in transferable securities, money-market instruments, deposits and cash.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	GBP Allocation 60-80% Equity
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	-	-
30 Sep 16 - 30 Sep 17	-	-
30 Sep 17 - 30 Sep 18	-	-
30 Sep 18 - 30 Sep 19	3.00	3.86
30 Sep 19 - 30 Sep 20	-2.26	-0.10
30 Sep 20 - 30 Sep 21	19.18	16.49
30 Sep 21 - 30 Sep 22	-6.30	-10.24
30 Sep 22 - 30 Sep 23	8.08	5.13
30 Sep 23 - 30 Sep 24	15.67	14.19
30 Sep 24 - 30 Sep 25	8.74	8.96

Trailing returns (%)

Year	This fund	GBP Allocation 60-80% Equity
1 Day	0.40	0.38
1 Month	-0.83	-0.70
3 Months	3.47	3.90
6 Months	8.91	8.82
1 Year	8.43	9.43
3 Years annualised	10.72	9.31
5 Years annualised	7.34	5.91

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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